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Sponsor portfolio

MISSION LOANS, LLC

EIN 34-1633105-financial services-Latest filing 2024
Plans
2
Retirement
1
$49K assets
Welfare
1
$678K premiums
Participants
114
5 PARK PLAZA, SUITE 900 - IRVINE, CA 92614949-877-1233missionloans.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$49K - 13 part#503Fully Insured-$678K - 98 lives

Benefits portfolio analytics

1 plan / $678K premiums / 98 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$653K
  • Dental$653K
  • Prescription drug$653K
  • Vision$15K
  • Short-term disability$15K
  • Long-term disability$15K
  • +2 more
Total $678K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • STANDARD INSURANCE COMPANY1%
  • ANTHEM LIFE INSURANCE COMPANY0%
Total $678K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $45K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MISSION LOANS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$49K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MISSION LOANS, LLC WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$678K
Covered lives98
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MISSION LOANS, LLC 401(K) PROFIT SHARING PLAN401k$49K132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MISSION LOANS, LLC WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$678K982024
Retirement plans
Welfare plans
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